Katie M. Schaefer

Client Relationship Specialist

Katie’s extraordinary integrity makes her the quintessential team player. She’s never too busy to step up when a client or colleague needs a hand. Katie exemplifies the work ethic and attitude we want from our team. Very service oriented with a can-do attitude. She doesn’t allow obstacles to slow her from getting what the client needs.

Katie and her husband Chris, are raising their beautiful daughter Eleanor, with another child on the way in January 2023. Being a new mother has altered Katie’s life in the most positive manner and she loves spending her free time watching her little one grow and teaching her about the world. She is also very passionate about photography and enjoys capturing life through the lens. Lucky for us we have our own in-house photographer!

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Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of IN and KY. Fixed insurance offered through Strothman Wealth Care. Cambridge and Strothman Wealth Care are not affiliated. Cambridge and Strothman+Co are not affiliated. Cambridge does not offer tax services.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.

Strothman Wealth Care A Division of Strothman+Co 325 West Main Street 1600 Waterfront Plaza, Louisville, KY 40202